Jacqueline Alise Wilson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to now
- Ahp ServicingJan 2022 to Oct 2022
- HomemakerNov 2021 to Jan 2022
- Chicago Mortgage SolutionsSep 2021 to Nov 2021
- HomemakerJun 2021 to Sep 2021
- Vantage Credit UnionOct 2019 to Jun 2021
- Lindenwood UniversityJan 2019 to Jun 2019
- HomemakerDec 2018 to Oct 2019
- Rose InternationalJul 2018 to Dec 2018
- U.S. BankJan 2017 to Jun 2018
- GuessJan 2017 to Mar 2017
- UpsNov 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7656191
- Firm CRD
- 7691